HubSpot’s Operations Hub comprises a set of features integrated into the HubSpot CRM platform, designed for operations’ teams to seamlessly link applications, maintain data integrity, and streamline task automation.
Within the Operations Hub, there exists a powerful feature known as Custom Coded Actions, which are essentially server-side functions executable within workflows. These code blocks or functions can be written in either JavaScript or Python. However, a significant challenge arises as not everyone pos...
Concept The concept is pretty simple, in a WorkFlow you send the person email address to the PeopleDataLabs’ API. If there’s a match in their record we update the contact’s information. Set the custom code block PeopleDataLabs API key You need to get an API key on the PeopleDataLab...
Create a data flow, where the data comes and goes I definitely recomend to create a data flow sketch or schema which is vital for maintaining a clear perspective on how data enters and exits your systems. It serves as a visual roadmap, offering a comprehensive understanding of the data’s journ...
Demo In the upcoming video, we’ll start by explaining the fundamental concept behind the Visitor Identification API. Then, we’ll walk you through the code that brings this concept to life. Whether you’re an experienced developer or just getting started, this video will provide valu...
Quick explanation In this video, I dive into a game-changing solution for efficient user assignment management in HubSpot. Discover how my custom coded action automates user assignments, ensuring tasks are handled seamlessly, even during peak vacation periods. Say goodbye to the complexity of tradit...
Demo How language detect works in HubSpot ? Text_LanguageDetect is a PHP library renowned for its language detection capabilities. Although natively designed for PHP, you can harness its power within your HubSpot workflows using a custom code block in JavaScript. Let’s explore how this library...
What is HubSpot-OperationHub-cca-compiler? HubSpot-OperationHub-cca-compiler is a local development tool that provides a framework for working on your Custom Coded Actions (CCAs) locally and executing them in the same context as HubSpot. With this tool, you can write your CCAs using the libraries yo...
Concept PeopleDataLabs API key You need to get an API key on the PeopleDataLabs website’s. You need to set the peopleDataLabsAPI key in the secret, the API key has to be set in the secret section of the Custom Coded Action. Use the name peopleDataLabsAPI Set the domain name variable Set the va...
The idea is to split an email by a delimiter if one exists, then search in a huge first names list for a match. Take a look at this video to see the logic in action Follow this video to implement this Custom Coded Action Here’s where you will find the code : https://github.com/Antoinebr/HubSpo...
The logic we want to create As you can see the deal is renamed based on the existing deals Prerequisites HubSpot and Operations Hub Basic JavaScript knowledge Node.js installed on your computer ( if you want to follow along the coding part ) An API key for your portal ( private App token ) The [&hel...